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Loan Officer Assistant

Barrett Financial Mortgage
Gilbert, AZ Full Time
POSTED ON 1/27/2025
AVAILABLE BEFORE 4/26/2025

Job Description

Job Description

We’re looking for a hardworking Mortgage Loan Officer Assistant who can help take our team to the next level!

Your primary responsibility will be to deliver top-notch customer service to borrowers and ensure their mortgage process goes as quickly and smoothly as possible. This is a crucial role that will be from the “contact to contract” phase of the loan. With your help, our Loan Officer will be freed up to spend more time originating more loans into the pipeline.

The ideal candidate is a detail-oriented professional who is passionate about turning dream homes into a reality for clients. If you want to work with a fast-paced, industry-leading team to grow your mortgage career and maximize your earning potential, this is the place for you. Apply today!

Compensation :

41,000 - $65,000 yearly

Responsibilities :

  • Build and maintain relationships with borrowers and referral partners to keep our current customers and attract new ones
  • Answer questions from customers or employees regarding transactions and give quotes when required to deliver excellent customer service
  • Review all loan package documentation for discrepancies, omissions, and income calculation and then report any discrepancies to the loan originator
  • Facilitate the completion of loan applications, coordinate the collection of documentation, including credit reports, run DU / LP / AUS, send a closing cost worksheet to borrowers, and prepare the file for processing
  • Liaise between clients, referral partners, and the loan officer, serving as their primary contact during the “contact to contract” phase of the loan process, and conduct meetings to coordinate any follow-up items

Qualifications :

  • Broker experience using loan origination software like Calyx Point
  • Current NMLS license or must be willing to get licensed within 90 days
  • At least 2 years of previous experience fulfilling the roles of an LOA / Loan Partner, Processor, Loan Officer and / or Underwriter, 5 years preferred
  • Strong communication, interpersonal, time management, and follow-up skills
  • Understands automated underwriting systems such as DU and LP
  • About Company

    Barrett Financial Group was founded in 2002 by owner and president, Trevor Barrett. Since then, our mortgage professionals have worked hard to deliver their best when clients need us most. Today, our philosophy is to "make it happen" for clients and partners by serving them with excellent service, value, and respect. That commitment to those we serve has earned us a spot as one of the top mortgage brokers in the nation.

    Whether you're refinancing, buying your first home, or looking to purchase investment properties, we can get your loan done quicker and with better rates than the big banks can.

    Salary : $41,000 - $65,000

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